Golden State Equity Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Golden State Equity Partners’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-39,124	Closed	-$1M	–	1548
2026 Q1	$1M	Buy	+39,124	New	+$1.01M	0.08%	285
2025 Q4	–	Sell	-32,268	Closed	-$834K	–	525
2025 Q3	$834K	Buy	32,268 +4,814	+18%	+$123K	0.14%	172
2025 Q2	$703K	Sell	27,454 -2,237	-8%	-$56.6K	0.13%	192
2025 Q1	$758K	Buy	29,691 +4,582	+18%	+$116K	0.15%	172
2024 Q4	$627K	Sell	25,109 -28,046	-53%	-$713K	0.12%	197
2024 Q3	$1.39M	Buy	53,155 +28,599	+116%	+$737K	0.22%	102
2024 Q2	$616K	Buy	+24,556	New	+$612K	0.13%	180
2023 Q4	$811K	Sell	31,628 -247	-0.8%	-$6.08K	0.2%	121
2023 Q3	$776K	Buy	31,875 +31,269	+5,160%	+$779K	0.22%	116
2023 Q2	$15.4K	Buy	+606	New	+$15.5K	﹤0.01%	371

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Golden State Equity Partners's SPAB Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026, closing a stake of 39,124 shares — an estimated $1M sold.

Golden State Equity Partners first reported a position in SPAB in Q2 2023 and held it in 10 quarters. The position peaked at $1.39M in Q3 2024. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 39,124 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1M.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and held it in 10 quarters.
Golden State Equity Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.39M in Q3 2024.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.